Archive for August 2021

We’d like to thank everyone who joined the online Good Governance Summit last week and contributed to the success of that event. Following on from the Summit please find the below resources;   Good Governance Summit key take outs – Day 1 & 2 Mind Map Active File Review Workshop – STOP START CONTINUE  …

  We have put together a matrix of Fund Providers and their requirements for fee consent. We will continue to update this matrix as more information becomes available. CLICK HERE to access the the matrix.                         In this Edition ·        A message from Jaime…

The View | Australia’s Economic Policies during COVID-19 In this week’s episode of the View, Paul Zwi is joined by John Abernethy to present insights about Australia’s economic policies in the wake of worsening conditions surrounding COVID-19, including quantitative easing, unemployment and financial support.     In this Edition ·        A message from Jaime ·        Friday…

Click below for a message from Jaime     In this Edition ·        A message from Jaime ·        Friday Afternoon Drinks ·        Masterclass for Support Teams ·        Upcoming Webinars ·        Insurance Specialist Forum ·        Save the Date ·        Articulating and Implementing your Investment Philosophy ·        Madison Investment & Insurance Committee ·        The View from Clime…

  We would like to extend an invitation to the inaugural Madison Insurance Specialist Forum, held over two days in Brisbane on the 17 & 18 November. For two exciting days we will bring together some of the leading insurance thinkers in our industry. CLICK HERE to see the Agenda. This is an in-person event…

Kaplan Professional has further extended its support and financial relief to Financial Advisers by introducing a scholarship scheme. Advisers who are working towards meeting the FASEA education standards will be able to apply for the scholarship. The scholarship will entitle you to $100 to be used towards the enrolment fee for each Higher Education subject…

FASEA Exam – 3 month wait removed for November sitting As per our update on WorkPlace, FASEA has announced that the requirement to wait 3 months between exam registrations has been removed for the November exam sitting. This means if you have yet not passed the Financial Adviser Exam, you will be able to register…

  Following the recent webinars we have held, the Investment Philosophy workbook has been finalised and is now available on the Adviser Portal here. Should you have any questions or would like to arrange a one on one session, please do not hesitate to contact us at investmentservices@madisonfg.com.au or call 1300 789 575. In this…

CLICK HERE to download the latest Upcoming Webinar/ Events Calendar.   Madison Virtual Express Experts – APRA Sustainability Measures In December 2019, APRA informed all life insurers of changes required to product design and practices to improve Individual Disability Income Insurance (IDII) sustainability. All insurers must comply with these changes effective 1 October 2021. With…

Financial Standards Top 50 Most Influential Advisers – Troy Scott A HUGE congratulations to Troy Scott from Scott Wealth for making the shortlist of the Financial Standards Top 50 Most Influential Advisers. Please make sure to cast your vote for Troy through this link: https://www.financialstandard.com.au/voting/?id=20710                    …